Our system offers the flexibility to apply discounts at two levels:
- Invoice-level discounts: Reduce the overall invoice amount.
- Line-item discounts: Line items charges within the invoice.
Discount Function:
- Click the designated button to initiate the discount process.
Discount Options:
Top Section: Bill Information
- GL Account for Discount: Select the general ledger account where the discount amount will be reflected for accounting purposes.
- Discount Amount: Enter the specific amount you wish to discount from the invoice total.
- Populating GL Account: Choosing a GL account here automatically assigns the same account to all billing lines for efficient processing.
Bottom Section: Billing Lines
- This section enables you to apply targeted discounts to individual line items within the invoice.
- Enter the desired discount amount directly for a specific line item.
Key Points:
- Invoice-level discounts are applied to the entire invoice amount.
- Line-item discounts provide more granular control over specific charges.
- Selecting a GL account at the bill information level saves time by applying it to all lines by default.
